This website provides a sample "Income and Expense Worksheet." Knowing what expenses are flexible and what expenses are fixed is the first step to successfully managing your personal finances. This worksheet will help you to decide where you can be flexible each month.
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Many workers don't realize how important it is to get an early start on saving for retirement. This Department of Labor Employee Benefits Security Administration video provides information for workers about the importance of saving for retirement and how to get started. The video also has links to
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In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the
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This website describes a simple, "Daily Spending Diary Worksheet" that you can use to track where your money is going. You are far more likely to save your money when you see how much small, miscellaneous purchases, such as coffee and soda, can add up.
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This site introduces young people to the importance of setting financial goals. It provides access to tools and information designed to teach school-aged youth positive financial habits. Youth will also discover the vital role credit unions play in their financial future.
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